Duke Energy CORP
DUK- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0001326160
No open-market purchases or sales by Duke Energy CORP insiders were filed in the last 90 days; 2,491 institutions reported holding it in 13F filings for Q2 2026, worth $68.9B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Duke Energy CORP as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,484
- +125 vs. Q4 2025
- Shares held
- 541.0M
- +84.2M (+18.4%) vs. Q4 2025
- Total value
- $70.8B
- +$17.3B (+32.3%) vs. Q4 2025
- New holders
- 232
- 1,094 more added
- Sold out
- 107
- 827 more reduced
40 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DUK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $48.7B |
| Q3 2023 | 1,779 | $43.9B |
| Q2 2023 | 1,798 | $44.1B |
| Q1 2023 | 1,807 | $47.3B |
| Q4 2022 | 1,822 | $50.9B |
| Q3 2022 | 1,747 | $45.4B |
| Q2 2022 | 1,797 | $52.3B |
| Q1 2022 | 1,834 | $53.7B |
| Q4 2021 | 1,781 | $50.4B |
| Q3 2021 | 1,630 | $46.6B |
| Q2 2021 | 1,644 | $47.6B |
| Q1 2021 | 1,632 | $46.6B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Broadwater Capital Management LLC | 3,666 | $429.7K | 0.32% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 3,282 | $429.7K | 0.20% | +433+15.2% | Added |
| United Advisor Group, LLC | 3,285 | $430.2K | 0.05% | +303+10.2% | Added |
| Anchyra Partners LLC | 3,297 | $431.7K | 0.13% | +86+2.7% | Added |
| Conning Inc. | 3,298 | $431.8K | 0.01% | −541−14.1% | Reduced |
| Green Square Capital Advisors LLC | 3,300 | $432.1K | 0.05% | −12,171−78.7% | Reduced |
| Hobbs Group Advisors, LLC | 3,303 | $432.5K | 0.13% | +3+0.1% | Added |
| Sequent Asset Management, LLC | 3,304 | $432.6K | 0.21% | +418+14.5% | Added |
| Cary Street Partner Investment Advisory LLC | 3,309 | $433.3K | 0.11% | +1,046+46.2% | Added |
| Magnolia Capital Advisors LLC | 3,313 | $433.8K | 0.09% | +175+5.6% | Added |
| Curbstone Financial Management Corp | 3,322 | $435.0K | 0.08% | +3,322 | New |
| Onyx Bridge Wealth Group LLC | 3,326 | $435.5K | 0.05% | +151+4.8% | Added |
| Everpar Advisors LLC | 3,326 | $435.5K | 0.15% | +788+31.0% | Added |
| Summit Asset Management, LLC | 3,329 | $435.9K | 0.06% | +168+5.3% | Added |
| Grove Bank & Trust | 3,342 | $437.6K | 0.05% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 3,346 | $438.1K | 0.14% | +3,346 | New |
| Baker Boyer National Bank | 3,359 | $439.8K | 0.13% | −23−0.7% | Reduced |
| Latitude Advisors, LLC | 3,367 | $440.9K | 0.20% | +8+0.2% | Added |
| Pinnacle Bancorp, Inc. | 3,371 | $441.4K | 0.13% | +700+26.2% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,448 | $441.5K | 0.33% | +417+13.8% | Added |
| Drive Wealth Management, LLC | 3,382 | $442.8K | 0.09% | +103+3.1% | Added |
| Verum Partners LLC | 3,385 | $443.3K | 0.08% | +75+2.3% | Added |
| OMC Financial Services LTD | 3,391 | $444.1K | 0.17% | +3+0.1% | Added |
| Holistic Financial Partners | 3,397 | $444.8K | 0.17% | −36−1.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,398 | $444.9K | 0.06% | +301+9.7% | Added |
| Spire Wealth Management | 3,421 | $447.9K | 0.02% | +399+13.2% | Added |
| Davis R M Inc | 3,428 | $448.9K | 0.01% | −637−15.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 3,431 | $449.3K | 0.03% | −204−5.6% | Reduced |
| Duncker Streett & Co Inc | 3,433 | $449.5K | 0.09% | +118+3.6% | Added |
| Campion Asset Management LLC | 3,440 | $450.4K | 0.31% | −31−0.9% | Reduced |
| Meadowbrook Wealth Management, LLC | 3,446 | $451.2K | 0.60% | +685+24.8% | Added |
| Quent Capital, LLC | 3,448 | $451.5K | 0.03% | −476−12.1% | Reduced |
| CRA Financial Services, LLC | 3,449 | $451.6K | 0.06% | +60+1.8% | Added |
| Asset Planning,Inc | 3,454 | $452.3K | 0.32% | +5+0.1% | Added |
| Alliance Wealth Advisors, LLC | 3,459 | $452.9K | 0.21% | −18−0.5% | Reduced |
| Verus Financial Partners, Inc. | 3,521 | $453.0K | 0.04% | +2+0.1% | Added |
| Marotta Asset Management | 3,461 | $453.0K | 0.08% | +10.0% | Added |
| Aldebaran Financial Inc. | 3,460 | $453.1K | 0.43% | +125+3.7% | Added |
| Sterling Investment Counsel, LLC | 3,462 | $453.3K | 0.13% | −81−2.3% | Reduced |
| YANKCOM Partnership | 3,467 | $454.0K | 0.19% | −13−0.4% | Reduced |
| 71 West Capital Partners | 3,468 | $454.1K | 0.02% | +655+23.3% | Added |
| Virtue Capital Management, LLC | 3,448 | $454.1K | 0.07% | +4+0.1% | Added |
| Spears Abacus Advisors LLC | 3,476 | $455.1K | 0.01% | +324+10.3% | Added |
| Clear Creek Financial Management, LLC | 3,482 | $456.0K | 0.03% | −37−1.1% | Reduced |
| NCM Capital Management, LLC | 3,483 | $456.0K | 0.16% | −174−4.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,494 | $457.5K | 0.03% | −1,500−30.0% | Reduced |
| Westhampton Capital, LLC | 3,503 | $458.7K | 0.21% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,507 | $459.2K | 0.01% | +604+20.8% | Added |
| King Wealth | 3,512 | $460.0K | 0.06% | 00.0% | Unchanged |
| Wealthquest Corp | 3,514 | $460.1K | 0.03% | −153−4.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,528 | $462.0K | 0.01% | +11+0.3% | Added |
| Alphadyne Asset Management LP | 3,537 | $463.1K | 0.06% | +3,537 | New |
| Foster Group, Inc. | 3,550 | $464.8K | 0.01% | +323+10.0% | Added |
| Baron Wealth Management LLC | 3,550 | $464.9K | 0.14% | +301+9.3% | Added |
| First Heartland Consultants, Inc. | 3,552 | $465.1K | 0.04% | +142+4.2% | Added |
| nVerses Capital, LLC | 3,554 | $465.4K | 0.42% | +3,554 | New |
| Adams Wealth Management | 3,559 | $466.0K | 0.10% | +582+19.5% | Added |
| Garner Asset Management Corp | 3,569 | $467.3K | 0.18% | +2+0.1% | Added |
| North Star Investment Management Corp. | 3,571 | $467.6K | 0.03% | +104+3.0% | Added |
| Genesis Private Wealth, LLC | 3,575 | $468.1K | 0.15% | −102−2.8% | Reduced |
| TRUE Private Wealth Advisors | 3,585 | $469.5K | 0.04% | −2−0.1% | Reduced |
| Investors Asset Management of Georgia Inc | 3,586 | $469.5K | 0.19% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 3,589 | $469.9K | 0.21% | +3,589 | New |
| Perpetual Ltd | 3,599 | $471.3K | 0.01% | +257+7.7% | Added |
| Abel Hall, LLC | 3,601 | $471.5K | 0.10% | +1,659+85.4% | Added |
| Xcel Wealth Management, LLC | 3,610 | $472.7K | 0.13% | −27−0.7% | Reduced |
| Advyzon Investment Management, LLC | 3,619 | $473.9K | 0.04% | +1,794+98.3% | Added |
| Walter & Keenan Financial Consulting Co | 3,624 | $474.6K | 0.13% | +318+9.6% | Added |
| Harold Davidson & Associates Inc. | 3,628 | $475.1K | 0.23% | +29+0.8% | Added |
| Birchcreek Wealth Management, LLC | 3,635 | $476.0K | 0.23% | 00.0% | Unchanged |
| First Western Trust Bank | 3,641 | $476.8K | 0.02% | +862+31.0% | Added |
| Versant Capital Management, Inc | 3,648 | $477.7K | 0.05% | +1,259+52.7% | Added |
| Absher Wealth Management, LLC | 3,648 | $477.7K | 0.06% | +81+2.3% | Added |
| Baker Avenue Asset Management, LP | 3,650 | $477.9K | 0.01% | +786+27.4% | Added |
| Brandywine Oak Private Wealth LLC | 3,650 | $478.0K | 0.04% | +39+1.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,648 | $478.0K | 0.00% | +2,800+330.2% | Added |
| SmartHarvest Portfolios, LLC | 3,655 | $478.6K | 0.20% | −715−16.4% | Reduced |
| DGS Capital Management, LLC | 3,668 | $480.2K | 0.08% | +59+1.6% | Added |
| Mindset Wealth Management, LLC | 3,670 | $480.6K | 0.13% | +100+2.8% | Added |
| Wright Investors Service Inc | 3,671 | $480.7K | 0.15% | +12+0.3% | Added |
| McDonough Capital Management, Inc | 3,681 | $482.1K | 0.26% | −72−1.9% | Reduced |
| LexAurum Advisors, LLC | 3,682 | $482.1K | 0.06% | +3,682 | New |
| GSB Wealth Management, LLC | 3,689 | $483.0K | 0.11% | +10+0.3% | Added |
| Traphagen Investment Advisors LLC | 3,690 | $483.1K | 0.04% | +2+0.1% | Added |
| Objectivity Squared, LLC | 3,726 | $487.9K | 0.31% | +2+0.1% | Added |
| Laurel Oak Wealth Management, LLC | 3,727 | $488.0K | 0.08% | +6+0.2% | Added |
| Stonebridge Financial Planning Group, LLC | 3,728 | $488.1K | 0.18% | +3,728 | New |
| Community Financial Services Group, LLC | 3,732 | $488.5K | 0.09% | +1,751+88.4% | Added |
| Lake Street Financial LLC | 3,737 | $489.3K | 0.06% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 3,740 | $489.7K | 0.20% | +138+3.8% | Added |
| South Plains Financial, Inc. | 3,743 | $490.1K | 0.29% | +1,278+51.8% | Added |
| Mayfair Advisory Group, LLC | 3,748 | $490.8K | 0.17% | −12−0.3% | Reduced |
| WBH Advisory Inc | 3,762 | $492.4K | 0.04% | −437−10.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,770 | $493.6K | 0.01% | +158+4.4% | Added |
| Accel Wealth Management | 3,772 | $493.9K | 0.13% | +299+8.6% | Added |
| Uncommon Cents Investing LLC | 3,774 | $494.2K | 0.11% | +165+4.6% | Added |
| Ameriflex Group, Inc. | 3,780 | $494.9K | 0.25% | +611+19.3% | Added |
| Resonant Capital Advisors, LLC | 3,782 | $495.2K | 0.03% | +1,005+36.2% | Added |
| Fourth Dimension Wealth, LLC | 3,786 | $495.7K | 0.19% | +389+11.5% | Added |
| Trueblood Wealth Management, LLC | 3,787 | $495.8K | 0.19% | −278−6.8% | Reduced |